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Theodore Joseph Vogt

LPL Financial LLC

Grand Rapids

MI

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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors
    • -Educational seminars/workshops

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
LPL Financial LLC 8 years, 11 months Oct 2007 - Present
Morgan Stanley & Co., Incorporated 6 months Apr 2007 - Oct 2007
Dean Witter Reynolds Inc. 11 years, 11 months May 1995 - Apr 2007
Concept Marketins 26 years, 7 months Mar 1981 - Oct 2007
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Theodore Joseph Vogt Jr?
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Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    2
  • as of date
    Dec 1, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Jan 16, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

LPL Financial LLC

Last updated on July 15, 2016
    • $112.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 531K
      Accounts
    • $211.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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